I joined Edward Jones as a financial advisor in 2007 because of their culture of caring and their industry record in training and support.

I became interested in a career as a financial advisor after working with my mom and her financial advisor when my father passed away. That experience taught me the importance and value of developing a relationship with a financial advisor who spends time with you to understand what is important to you and uses an established process to build a personalized strategy to achieve your financial goals. A financial advisor who will partner with you to help you navigate through up and down markets and all stages of life to stay on track to meet your goals. This is what I do for my clients in my practice.

My ideal clients are individuals, entrepreneurs or small business owners who want to carefully and thoughtfully work towards financial goals that range from preparing for, or living in, retirement, sending children or grandchildren to college or estate considerations. Having worked in high tech companies for 27 years, I also understand the impact stock-based compensation can have on personal wealth and work with clients to help develop a strategy for them.

My branch office administrator, Behnaz, and I are dedicated to providing you with exceptional service. But we're not alone. Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise.

My wife and I are devoted parents to two children. When we are not shuttling them to events, we enjoy hiking, biking and exploring new places. I am a member of the Kiwanis Club of Willow Glen and volunteer regularly at our kids' schools.

Give us a call to set up a 15-minute phone appointment so we can start a discussion of what is important to you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Employee Stock Options
  • Insurance & Annuities

My Personal Interests

  • Cycling
  • Hiking
  • Traveling

Office Information

Office Address

1165 Lincoln Avenue Suite 320 San Jose, CA 95125

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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